EWA
GTLS

EP Wealth Advisors’s Chart Industries GTLS Stock Holding History

EP Wealth Advisors’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Sell
1,882
-44
-2% -$9.14K ﹤0.01% 1143
2026
Q1 		$398K Buy
1,926
+164
+9% +$34K ﹤0.01% 1007
2025
Q4 		$363K Buy
+1,762
New +$357K ﹤0.01% 1026
2025
Q2 		$302K Buy
1,834
+252
+16% +$37K ﹤0.01% 1011
2025
Q1 		$228K Buy
+1,582
New +$291K ﹤0.01% 1065

Other funds holding GTLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCAI
O'Connor Alternative Investments New York $1.37B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EP Wealth Advisors's GTLS Position: Q2 2026 in Review

EP Wealth Advisors reduced its Chart Industries (GTLS) stake by 2.3% in Q2 2026, selling an estimated $9.14K and leaving 1,882 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

EP Wealth Advisors first reported a position in GTLS in Q1 2025 and has held it in 5 quarters since. The position peaked at $398K in Q1 2026. 432 funds tracked by Wall St. Rank hold GTLS as of Q2 2026.

  • EP Wealth Advisors held 1,882 shares of Chart Industries worth $393K as of Q2 2026.
  • EP Wealth Advisors sold 44 Chart Industries shares in Q2 2026, an estimated $9.14K.
  • Chart Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1143 holding.
  • EP Wealth Advisors first reported a position in Chart Industries in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's Chart Industries position peaked at $398K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held Chart Industries as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.